See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,937 | $91,552+27.7% | $133,956-12.7% | $79,858+46.4% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.9pp | 69.6%+9.3pp |
| Annual return | 11.93% | 61.85%-49.9pp | 45.09%-33.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,987 | $2,384-16.6% | $3,919-49.3% | $2,471-19.6% |
| Participant deferral / active EE | $3,190 | $3,733-14.5% | $5,048-36.8% | $3,740-14.7% |
| Admin fee / account holder | $1,280 | $6,321-79.7% | $8,927-85.7% | $5,306-75.9% |